Spotlight Solutions with Luma Compare
Alternative Investment Technology Comparison Solutions
Luma Compare is a new comparison tool that streamlines product discovery, illuminating the best solutions for various client needs. By empowering advisors to instantly select, compare and test different product sets, this simplified process increases objectivity and transparency in the market.REQUEST A WALK-THROUGH
Suitability and Compliance
Advisors and regulatory leaders want to, and in many cases are required to do, what is in the best interest of their clients to help them meet or exceed their financial goals and expectations. Luma Compare is leading the way in the industry through its innovative data modeling and third-party integrations that allow financial professionals to instantly discover and test new products, easily review a diverse set of products, and within a few simple clicks, deliver superior service to their clients while remaining compliant with suitability and best interest requirements.
Examine across product types, carriers, and issuers.
Analyze historical performance to discover the optimal solution for your client.
Compare product performance in different market scenarios and select the product that aligns with your client’s objectives.
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